Good Morning: This is a daily review of the stocks in your portfolio, updated on Friday, August 15, 2025 at 7:13 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0183638 0.0273418 10183.638 2
Buy_Hold -0.0414264 -0.0607906 9582.973 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPL Interactive

AMZN

AMZN Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0921237 0.1395473 10921.24 3
Buy_Hold 0.0173986 0.0258987 10463.42 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZN Interactive

BA

BA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3870003 0.6240806 13870.00 4
Buy_Hold 0.5149095 0.8509587 14850.03 1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BA Interactive

BABA

BABA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1384355 0.2119061 11384.36 2
Buy_Hold 0.4230187 0.6869888 14216.95 1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABA Interactive

BYDDY

BYDDY Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2734502 0.4309363 12734.50 3
Buy_Hold 0.2670588 0.4203033 12689.25 1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDY Interactive

COST

COST Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1094520 0.1664517 11094.520 4
Buy_Hold -0.0173482 -0.0256082 9930.059 1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COST Interactive

CRCL

CRCL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0723566 -0.3258593 9276.434 1
Buy_Hold 0.6728342 13.8979912 20178.260 1

##### CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCL Interactive

CRWV

CRWV Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.00000 10000.0 0
Buy_Hold 1.487625 10.21687 25514.1 1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWV Interactive

EL

EL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1543478 0.2371005 11543.48 2
Buy_Hold 0.1283409 0.1960107 11215.54 1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
EL Interactive

ELF

ELF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1838717 0.2842908 11838.72 2
Buy_Hold -0.1432665 -0.2048415 8691.86 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELF Interactive

GELYF

GELYF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2834225 0.4475783 12834.23 2
Buy_Hold 0.2765958 0.4361790 12765.96 1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYF Interactive

GLD

GLD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000000 0.000000 10000.00 0
Buy_Hold 0.2646635 0.416325 12654.97 1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLD Interactive

GOOGL

GOOGL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0397361 0.0594637 10397.36 2
Buy_Hold 0.1615820 0.2486102 11796.78 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGL Interactive

JPM

JPM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1152636 0.1755206 11152.64 2
Buy_Hold 0.1891979 0.2928651 11972.32 1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPM Interactive

MSFT

MSFT Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0474003 0.0710608 10474.0 2
Buy_Hold 0.1778974 0.2746953 11812.8 1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFT Interactive

NBIS

NBIS Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0800129 0.1208655 10800.13 2
Buy_Hold 0.8618438 1.5127610 21407.13 1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBIS Interactive

NET

NET Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 0.7296389 1.2528586 17557.51 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NET Interactive

NVDA

NVDA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0152722 0.0227219 10152.72 2
Buy_Hold 0.2778714 0.4383068 12587.83 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDA Interactive

O

O Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1034156 0.1570562 11034.16 2
Buy_Hold 0.0293751 0.0438513 10313.95 1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
O Interactive

QQQ

QQQ Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0024053 0.0035675 10024.05 2
Buy_Hold 0.1014474 0.1539982 11098.80 1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQ Interactive

QQQM

QQQM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0023556 0.0034938 10023.56 2
Buy_Hold 0.1013981 0.1539216 11097.45 1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQM Interactive

SCHD

SCHD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0112116 -0.0165745 9887.884 1
Buy_Hold -0.0513532 -0.0751723 9430.838 1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHD Interactive

TCMD

TCMD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2755998 -0.3799327 7244.002 1
Buy_Hold -0.3231274 -0.4392730 6713.666 1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMD Interactive

TSM

TSM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0242854 0.0362095 10242.85 2
Buy_Hold 0.1870751 0.2894455 11930.69 1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSM Interactive

V

V Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0438080 0.0656199 10438.08 1
Buy_Hold 0.1108645 0.1686538 11185.61 1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
V Interactive

VDADX

VDADX Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0651552 0.0980841 10651.55 2
Buy_Hold 0.0348520 0.0520947 10348.52 1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADX Interactive

VDE

VDE Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1014747 0.1540405 11014.75 5
Buy_Hold -0.0605563 -0.0884408 9252.02 1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDE Interactive

VOO

VOO Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0540099 0.0810951 10540.10 2
Buy_Hold 0.0608961 0.0915817 10615.61 1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOO Interactive

VUG

VUG Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0025299 0.0037525 10025.30 2
Buy_Hold 0.0951424 0.1442196 10997.94 1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUG Interactive

VYM

VYM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0363874 0.0544094 10363.87 2
Buy_Hold 0.0345632 0.0516595 10325.42 1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYM Interactive